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PZC
PIMCO California Municipal Income Fund III
PZC
PZC
Delisted
PZC was delisted on the 1st of August, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
TJHA
26
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $98K | +$33.6K | +3,217 | +53% |
|
| 27 |
RFA
27
Reilly Financial Advisors
La Mesa,
California
| $63K | – | – | – |
|
| 28 |
PO
28
Private Ocean
San Rafael,
California
| $42K | +$41.7K | +4,000 | New |
|
| 29 |
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $33K | -$34.1K | -3,266 | -51% |
|
| 30 |
WWMSC
30
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $16K | +$16.2K | +1,550 | New |
|
| 31 |
WAM
31
Wolverine Asset Management
Chicago,
Illinois
| – | -$247K | -24,181 | Closed |
|
| 32 |
32
Millennium Management
New York
| – | -$189K | -18,475 | Closed |
|
| 33 |
33
Goldman Sachs
New York
| – | -$136K | -13,237 | Closed |
|
| 34 |
KAS
34
Kestra Advisory Services
Austin,
Texas
| – | -$108K | -10,540 | Closed |
|
| 35 |
LCM
35
Landscape Capital Management
Englewood,
New Jersey
| – | -$108K | -10,501 | Closed |
|
| 36 |
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$2K | -200 | Closed |
|